Client Onboarding Specialist Job at BFC Solutions, Nashville, TN

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  • BFC Solutions
  • Nashville, TN

Job Description

Customer Onboarding Specialist

📍 Nashville, TN | In-Office (Hybrid Potential)

Join the Nation’s Leader in Preventive HVAC Maintenance – BFC Solutions

Are you passionate about delivering exceptional customer experiences and driving long-term success? BFC Solutions, a national leader in preventive HVAC maintenance, is looking for a proactive and detail-oriented Customer Onboarding Specialist to join our growing team.

In this role, you’ll be the first point of contact for new customers, guiding them through a seamless onboarding process and setting the stage for a successful partnership. You’ll work closely with cross-functional teams to ensure every customer feels confident, informed, and supported from day one.

Why BFC?

  • We offer a collaborative work environment, opportunities for growth, and a comprehensive benefits package, including:
  • Competitive compensation
  • Comprehensive health benefits
  • 401(k) with company match
  • Paid time off + 8 paid holidays
  • Career development opportunities
  • A supportive team culture

Work Schedule:

This position is based in our Nashville, TN office. Candidates must be available to work on-site, with the potential for hybrid flexibility after a successful onboarding and training period.

Key Responsibilities

  • Lead and manage onboarding projects from post-sale through first service installation.
  • Translate contract details into CRM and project systems; distribute documentation to internal teams.
  • Maintain accountability for project timelines, deliverables, and stakeholder communication.
  • Coordinate with Sales Enablement, Training, Finance, and Customer Success to ensure smooth platform adoption.
  • Set up vendor profiles in customer systems (work order, compliance, invoicing, etc.).
  • Develop onboarding materials in collaboration with Marketing to enhance the customer experience.
  • Conduct remote and in-person training sessions on BFC systems and reporting tools.
  • Monitor onboarding progress, gather feedback, and proactively resolve issues.
  • Support customer retention through year-one business reviews and ongoing engagement.
  • Analyze onboarding data to recommend process improvements and enhance customer satisfaction.

Qualifications

  • 2+ years of experience in customer onboarding, customer success, project management, or implementation.
  • Bachelor’s degree in Business, Marketing, or a related field preferred.
  • Strong communication and presentation skills.
  • Experience with CRM systems (Salesforce preferred).
  • Highly organized with strong time-management and multitasking abilities.
  • Customer-centric mindset with a proactive approach to problem-solving.
  • Ability to travel as needed.
  • Comfortable working in-office with potential for hybrid flexibility.
  • Ready to make a difference in the customer journey?
  • Apply today and become part of a team that values innovation, collaboration, and excellence.

Job Tags

Holiday work, Contract work,

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